Hearsay

For financial services firms that have deployed CRM and client engagement tools, capturing last-mile engagement data - which comprise critical interactions between a trusted advisor or agent and a client - remains a glaring gap.

Hearsay empowers advisors and agents to engage with clients and prospects on modern channels like social media, text messaging, and mobile calling while adhering to the strictest regulatory standards. Connecting Hearsay to Salesforce captures the last-mile of digital communications to bridge the gaps between corporate data and field activities, providing a complete view of the customer journey and delivering better business outcomes.

With Hearsay’s Contact & Activity Connectors for Salesforce, firms gain last-mile visibility into client/advisor communications. Hearsay’s Contact Connector ensures a unified contact record exists across systems, and our Activity Connector automatically syncs Salesforce with detailed SMS and mobile calling activity between advisors and clients.

Hearsay’s Connectors work seamlessly across Salesforce Clouds, including Sales Cloud, Service Cloud and Financial Services Cloud.